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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-01-1999
- Office Locations
- 1
Office Locations
About Claris Advisors, LLC
Claris Advisors is a St. Louis-based RIA serving individuals, institutions, and retirement plan sponsors with research-driven investment planning and portfolio management built for long-term discipline. The team emphasizes controlling risk, costs, and taxes and supports broader planning needs such as retirement, tax, estate, and charitable planning. Custodies include Schwab and Fidelity and uses ETFs and mutual funds.
Team overview
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Asset Classes
Client Personas
Custodian
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Technology
Owner & Executives
DEREK ALAN BARNARD
Partner
- CRD
- --
- Ownership
- Less than 5%
ROBERT LEE BERGER
Partner
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 41 owners & executives
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CHRISTOPHER PAUL BETTONVILLE
Wealth Advisor
- CRD
- #6493828
Andrew Joseph Merkle
Associate Wealth Advisor
- CRD
- #7614972
Showing 2 of 43 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $911,128,071 | $936,411 |
| Non-Discretionary | $0 | -- |
| Total | $911,128,071 | $936,411 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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